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Mindful of Investing in Retirement

1 March 2016

MINDFUL OF INVESTMENT IN RETIREMENT - MARCH 2016

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MINDFUL OF INVESTMENT IN RETIREMENT - MARCH 2016

  • 1 Mar 2016

    The Royal College of Physicians, London

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Presentations from the event in March 2016

The baby boomers should be more conscious of the economic challenges faced by younger generations - David Willetts (pdf)

What is retirement really like? - ILC (pdf)

Individual choice in the occupational pensions market - The Pensions Regulator (pdf)

Technology in retirement planning - Hargreaves Lansdown (pdf)

A regulatory update - The FCA (pdf)

Overcoming the cost of being human - Greg Davies (pdf)

What are clients looking for in terms of product and service design - Engage Insight (pdf)

Avoiding the cliches when marketing to the more mature - RHC Advantage (pdf)

Charging for a post retirement advice proposition - The Langcat (pdf)

One year on, how is the new world of retirement investing shaping up? 

This one day conference will review the investment needs of those both approaching and already in retirement and lessons learned from year one.

Now that the goal posts have not just been changed but effectively removed, designing investment solutions for, and in, retirement has been a key focus for both providers, fund managers and of course all involved in advising the end client.

Mindful of Investing in Retirement is an opportunity for the industry to demonstrate that they have genuinely come up with innovative solutions to respond to the new paradigm.

This is your opportunity to immerse yourself in a day which will examine the world of retirement from all angles:

  • Debate the societal impact of shifting demographics.
  • Consider the business implications that retirement is a long term relationship and, as an adviser, your business will need to be robust enough to maintain that relationship - think ahead!
  • Examine innovative retirement investment solutions and the various considerations needed.
  • Study how the new pension freedoms will impact the 50% of the workforce still in DB.  Is there a retail opportunity when they all reach 55?
  • Learn how clients behaviour influences their investing decisions.

 The day is:

  • A blend of lectures, tutorials and networking
  • 200 participants - all financial services professionals involved in retirement
  • An opportunity to earn CPD points
  • Participation is free of charge 

Who should attend?

  • You will be one of some 200 key decision makers (including CEOs; Managing Directors; Heads of Strategy; Heads of Retirement; Heads of Investment Proposition) who are setting the strategy when it comes to advising your clients on their retirement planning options.
  • Firms being invited include IFAs, private banks, wealth managers, retail banks, high street and on line brands distributing FS products and services as well as the providers, fund managers and service providers focused on addressing the needs of this new world of investing in retirement.

Why attend?

You will:

  • Hear from industry leaders and innovators.
  • Have the opportunity to take part in sessions examining the vision, the scope, the opportunities and threats thrown up by this big shift.
  • Earn CPD points.
  • Network – meet peers all tasked with understanding the potential business opportunity associated with the new world of retirement.
  • Drive tangible change within your business

For further details do call Evie Owen at Owen James on 01483 861334 evieowen@owenjamesgroup.com

Read more about the Mindful Of series

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Participant list

Great forum for anyone involved in the pensions business.

Philip Bungay, Nutmeg Savings and Investments


A really good mix of speakers and topics that combined to provide an excellent overview of the salient issues in relation to the new pension world.

Roderic Rennison, Rennison Consulting


Schedule of the Day

  • 08:15

    Registration, coffee and buns

  • 09:00

    Welcome from Owen James

  • 09:05

    Lecture 1 | Wolfson Theatre

    Should the well-heeled (“lucky”) Baby Boomers be more conscious of the economic challenges faced by Generation X and the Millennials? Is the social contract between generations in danger of being broken? The Rt Hon Lord Willetts - Executive Chairman of the Resolution Foundation, author of the Pinch; and former Minister for Universities and Science under the Conservative Government

  • 09:35

    Lecture 2 | Wolfson Theatre

    What is retirement really like? Ben Franklin, Head of Economics of Ageing at the International Longevity Centre – UK, will talk about research findings which challenge the myth of older people splashing their retirement cash on leisure and holidays (sponsored by Just Retirement)

  • 10:10

    Tutorials 1

    These tutorials are an opportunity for peer group discussion. Expert led, they are informal opportunities to drill down into the subject tabled for discussion. Each group will consist of 20-25 people. During the day there will be four sets of tutorials.

    • Tutorial 1

      Tutorial 1

      Overcoming the cost of being human - Greg B Davies, Head of Behavioural-Quant Finance at Barclays Wealth Management


    • Tutorial 2

      Tutorial 2

      Meeting the income needs for today's retirees - Aviva Investors


    • Tutorial 3

      Tutorial 3

      Preparing for the end! Have you seized the opportunities around end-of-life planning? - Dignity


    • Tutorial 4

      Tutorial 4

      Ageing clients in drawdown - good practice for review - Just Retirement


    • Tutorial 5

      Tutorial 5

      Rethinking risk in retirement - Seven Investment Management


    • Tutorial 6

      Tutorial 6

      So just what are clients looking for in terms of product and service design? - Chris Davies, Engage Insight


    • Tutorial 7

      Tutorial 7

      The New State Pension - what it is, how it works, who it impacts - Michael Switsur, State Pension Policy, Department for Work and Pensions


    • Tutorial 8

      Tutorial 8

      Don't discount growth strategies in retirement - Kames Capital


  • 11:00

    Coffee and 'Apple and Blackberry' time

  • 11:20

    Tutorials 2

    These tutorials are an opportunity for peer group discussion. Expert led, they are informal opportunities to drill down into the subject tabled for discussion. Each group will consist of 20-25 people. During the day there will be four sets of tutorials.

    • Tutorial 1
    • Tutorial 2

      Tutorial 2

      Meeting the income needs for today's retirees - Aviva Investors


    • Tutorial 3

      Tutorial 3

      Preparing for the end! Have you seized the opportunities around end-of-life planning? - Dignity


    • Tutorial 4

      Tutorial 4

      Ageing clients in drawdown - good practice for review - Just Retirement


    • Tutorial 5

      Tutorial 5

      Rethinking risk in retirement - Seven Investment Management


    • Tutorial 6

      Tutorial 6

      So just what are clients looking for in terms of product and service design? - Chris Davies, Engage Insight


    • Tutorial 7

      Tutorial 7

      The New State Pension - what it is, how it works, who it impacts - Michael Switsur, State Pension Policy, Department for Work and Pensions


    • Tutorial 8

      Tutorial 8

      Don't discount growth strategies in retirement - Kames Capital


  • 12:15

    Lecture 3 | Wolfson Theatre

    There is a tension between the government’s drive for individual freedom and choice and the principle of collectivism which underpins the occupational pension schemes market. Is freedom and choice driving us towards a retail pensions market or do we still believe in employer sponsored occupational trust-based pension schemes? Andrew Warwick-Thompson – Executive Director for Regulatory Policy at The Pensions Regulator

  • 12:45

    Lecture 4 | Wolfson Theatre

    Is technology the answer to the advice gap for those approaching retirement? – Tom McPhail, Head of Retirement Policy at Hargreaves Lansdown

  • 13:15

    Buffet Lunch | Osler Long Room

  • 14:20

    Tutorials 3

    These tutorials are an opportunity for peer group discussion. Expert led, they are informal opportunities to drill down into the subject tabled for discussion. Each group will consist of 20-25 people. During the day there will be four sets of tutorials.

    • Tutorial 1

      Tutorial 1

      Meeting the income needs for today's retirees - Aviva Investors


    • Tutorial 2

      Tutorial 2

      An opportunity to meet new minds


    • Tutorial 3

      Tutorial 3

      Ageing clients in drawdown - good practice for review - Just Retirement


    • Tutorial 4

      Tutorial 4

      Rethinking risk in retirement - Seven Investment Management


    • Tutorial 5

      Tutorial 5

      Avoiding the cliches when marketing to the more mature amongst us - Mark Beasley, rhc advantage


    • Tutorial 6

      Tutorial 6

      Charging for a post retirement advice proposition - Mike Barrett, the lang cat


    • Tutorial 7

      Tutorial 7

      Don't discount growth strategies in retirement - Kames Capital


  • 15:10

    Afternoon Tea and 'Apple and Blackberry' time

  • 15:30

    Tutorials 4

    These tutorials are an opportunity for peer group discussion. Expert led, they are informal opportunities to drill down into the subject tabled for discussion. Each group will consist of 20-25 people. During the day there will be four sets of tutorials.

    • Tutorial 1

      Tutorial 1

      Meeting the income needs for today's retirees - Aviva Investors


    • Tutorial 2

      Tutorial 2

      An opportunity to meet new minds


    • Tutorial 3

      Tutorial 3

      Ageing clients in drawdown - good practice for review - Just Retirement


    • Tutorial 4

      Tutorial 4

      Rethinking risk in retirement - Seven Investment Management


    • Tutorial 5

      Tutorial 5

      Avoiding the cliches when marketing to the more mature amongst us - Mark Beasley, rhc advantage


    • Tutorial 6

      Tutorial 6

      Charging for a post retirement advice proposition - Mike Barrett, the lang cat


    • Tutorial 7

      Tutorial 7

      Don't discount growth strategies in retirement - Kames Capital


  • 16:25

    Lecture 5 | Osler Long Room

    An update from the FCA - Maggie Craig, Head of Pension Policy – Strategy and Competition Division

  • 16:55

    Farewell Graduation Ceremony | Owen James Group | Wolfson Theatre

  • 17:00

    Faculty Farewell Drinks | Osler Long Room

Sponsors & partners

Just

Aviva Investors

7IM

Dignity

Kames

Sponsor the Mindful of Investing in Retirement event

Find out more about becoming a Strategic Partner or Sponsor on this event

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Speakers

  • Michael Switsur

    State Pension Policy, Department for Work and Pensions

    Michael is a Team Leader in the State Pension Policy Division, leading on the new State Pension which is to be introduced in April 2016.

  • Michael Barrett

    Michael Barrett

    Consulting Director, The Lang Cat

    Mike is consulting director, and sole-proprietor of lang cat Isle of Wight office. A driver and survivor of platform mergers, migrations and RDR he held a number of senior roles at Skandia and Old Mutual Wealth, most recently Head of Platform Marketing. His favourite platform is platform 4 at Southampton.

  • Chris Davies

    Chris Davies

    Managing Director, Engage Insight

    Chris thrives in customer-focused environments where he is passionate about enabling improvements based on an organisation’s and individual’s needs. A published author on client trust and change management, Chris speaks at conferences about key issues such as strategic change incorporating Behavioural Economics, risk management and people development. Over the last six years, Chris has been working as a independent consultant providing strategic planning and support to financial and professional services companies. Key areas of expertise; strategic planning and aligning strategy to results, enhancing the client experience, structuring back and front office functions, implementing wealth management strategies and lifestyle fee based financial planning systems and designing Retail Distribution Review (RDR) corporate development learning and development programmes.

  • Lord David Willetts

    Lord David Willetts

    Executive Chair, Resolution Foundation

    The Rt Honorable Lord Willetts joined the Resolution Foundation as Executive Chair in June 2015. He is a Visiting Professor at King’s College London, Governor of the Ditchley Foundation and a member of the Council of the Institute for Fiscal Studies. He was Minister for Universities and Science, attending Cabinet, from 2010-2014. He was the Member of Parliament for Havant from 1992-2015. Before that David worked at HM Treasury and the Number 10 Policy Unit. He also served as Paymaster General in the last Conservative Government. David has written widely on economic and social policy. His most recent book ‘The Pinch’ was published by Atlantic Books in 2010.

  • Greg Davies

    Greg Davies

    Head of Behavioural Finance, Oxford Risk

    Greg is an expert in applied behavioural finance, decision science, impact investing, financial wellbeing, and FinTech. He started the banking world’s first behavioural finance team at Barclays in 2006. In 2017 joined Oxford Risk to lead the development of behavioural decision support software to help people make the best possible financial decisions. Greg has a PhD in Behavioural Decision Theory from Cambridge. He is an associate Fellow at Oxford’s Saïd Business School and author of 'Behavioral Investment Management'. He is also the creator of Open Outcry, a ‘reality opera’ premiered in London in 2012, creating live performance from a functioning trading floor.

  • Tom McPhail

    Head of Pensions Research, Hargreaves Lansdown

    Tom monitors the constantly changing pensions landscape, legislation, regulations and opportunities. He's one of the foremost pensions commentators in the UK and has been involved in numerous government consultations on pension reform in recent years. Tom is also a Governor of the independent charity the Pensions Policy Institute. Since 2009 he has been Chairman of the Pensions Income Choice Association, an industry lobby group which has been campaigning to improve the annuity shopping around process for pension investors at the point of retirement.

  • Mark Beasley

    Chairman, RHC Advantage

    Mark Beasley is an experienced marketing consultant, planner and copywriter. He is a committed and passionate advocate of the need for businesses, brands and organisations to improve the way they relate to adult, mature and older consumers. Starting his career as corporate management trainee, he soon moved to a marketing agency, enjoying 25 years in various marketing agency roles, including copywriter, account director, planning director and managing director. In 1987, he co-founded what was to become one of the UK’s leading marketing communications agencies, later acquired by Sir Martin Sorrell’s WPP group. Mark left WPP in 2003 to combine consultancy assignments in the UK and overseas with a ‘portfolio’ of roles, including business ventures, mentoring and teaching at a Business School. He formed rhc advantage in 2010, in the belief that marketing as both discipline and business function should be more closely aligned with the ageing population in Europe and elsewhere.

  • Andrew Warwick-Thompson

    Executive Director of Regulatory Policy, The Pensions Regulator

    I joined the Board of the Pensions Regulator as an Executive Director in April 2013. I am now the Executive Director for Regulatory Policy, spanning DB, DC and Public Service pension schemes policy, and with responsibility for EU pension policy work. I am responsible for the development of pension policy with UK Government partners, principally HM Treasury and DWP. I also work closely with other UK and EU Government agencies, professional and trade bodies and other industry stakeholders including EIOPA, FRC, FCA, HMRC, ABI, IFoA, APL and PLSA to develop a consensus on pensions schemes' governance and administration best practice. Prior to joining the Regulator, I gained a wide range of consulting and senior management experience in the pensions private sector, spanning the life assurance, pensions and asset management markets, both in the UK and internationally.

  • James Tothill

    Head of Third Party Sales, Aviva Investors

    James has worked in Financial Services for 25 years, working for both Life Companies and Asset Managers, in the UK and Internationally. James initially worked with advisers in London and the South East promoting investment and international products with Prudential and Zurich. More recently he has had responsibility for relationships in the retail wholesale fund sector, this has predominantly been through the Platform and Adviser market at New Star Asset Management and Henderson Global Investors, and now Aviva Investors. James enjoys a wide range of outdoor activities, none of which he excels at! He strives for mediocrity in sailing, skiing, golf, open water swimming, running and cycling.

  • Paul Toghill

    Head Of Corporate Partnerships, Dignity

    Paul has worked in Financial Services Sales and Marketing for the past 17 years. His specialism has been in the Grey Market, including the development of Affinity Partnerships for both Life Insurance and Funeral Plan Markets. Paul heads up Dignity’s Corporate Partnership function, responsible for over 20 existing relationships along with the development of new partnership opportunities. Paul focuses on delivering propositions which are both relevant and of value to the customer, and was instrumental in the launch of a number of new to market Whole of Life funeral plan propositions, something which has now become common place across the industry.

  • Jan Holt

    Head of Business Development, Just Retirement

    Jan Holt is Head of the Business Development Team at Just Retirement, one of the leading retirement specialist providers in the UK. This provides the ideal opportunity for Jan to share her knowledge to help Advisers enrich their clients’ retirement. Jan has spent over 30 years in Financial Services, working for some of the leading Provider and Distributor brands. She has experience across a wide range of disciplines including operations, compliance, sales and marketing. Since 1999, Jan has specialised in the “in retirement” market and has been supporting sales growth through business development activity with Advisers across the UK.

  • Colin Dryburgh

    Co-manager - Kames Diversified Growth Fund, Kames Capital

    Colin Dryburgh is an investment manager in our Multi-asset team. He joined us in 2012 and previously worked for Aviva Investors, where he was a European equity analyst. Prior to that, Colin worked for Brewin Dolphin and Abbey National Asset Managers in investment management and analysis roles. Colin has 18 years’ investment experience. He has a degree in Mathematics with Economics from the University of Strathclyde and is a CFA charterholder.

  • Matthew Yeates

    Quantitative Investment Manager, Seven Investment Management

    Matthew joined 7IM in January 2014, from Brewin Dolphin where he worked as a Quantitative Analyst in Investment Research. Matthew has passed all three levels of the CFA Program as well as being a Certified FRM. He holds a 1st Class Honours degree in Economics from University College London.

Location

The Royal College of Physicians, London


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